ClickDimensions is a marketing automation and customer engagement platform designed to work seamlessly within the Microsoft Power Platform.
It provides tools to make marketing easier, like organising campaigns, keeping track of how customers interact with your business, analysing data, and figuring out the best ways to market.
With ClickDimensions, you get things like email marketing, web forms, lead scoring, connecting with social media, and digging into analytics. It’s all about making sure your customers have a great journey with your business and keeping them engaged.
The first marketing automation solution to be natively built and integrated into Microsoft Dynamics 365
ClickDimensions is a popular choice for companies already utilizing Microsoft’s suite of business applications. It brings together essential marketing tools to help companies attract more leads, close more sales, and more effectively communicate and engage with stakeholders, all from the comfort and familiarity of Dynamics 365.
Campaign Automation
With the drip campaign automation builder, design unique paths for participants to follow as they interact with your messaging. Create lead-nurturing marketing campaigns, sales engagement campaigns, promotional or event campaigns, new customer onboarding and retention campaigns, and more. The possibilities are endless.
Email Marketing
Easily send a single email to one lead or contact, distribute bulk emails to marketing lists, or trigger emails to send automatically from a CRM workflow. Automatically send an auto-responder email confirming a form or survey submission once a visitor submits a web form or survey. All functionality is native within Dynamics 365.
Social Posting
Post to your company’s Facebook, LinkedIn, Twitter and Instagram accounts right from Dynamics 365, and always keep your followers up to date. Posts can be set to go live immediately or at a scheduled time, and you can view the status and content of your posts directly in Dynamics 365.
Event Management
Connect to the popular online event management systems GoToWebinar, WebEx, Cvent and Eventbrite. Your event information including the sessions, registration, attendance information, attendee interest levels, and questions and answers is automatically synced into Dynamics 365.
Surveys
ClickDimensions makes it easy to create surveys with the drag-and-drop survey designer. Surveys can be emailed to leads, contacts and accounts, and even linked to case records. All of the data the visitor submits is linked to their CRM record.
Web Intelligence
With ClickDimensions, discover who is interested in your products and services through web tracking. You will see the actual web activity of anonymous and identified visitors on your website within Dynamics 365.
Accelerate Your ClickDimensions and Dynamics 365 Learning
We provide hands-on training in the integration of Dynamics 365 and ClickDimensions to learn how these two programs can be used as one powerful platform.
The Benefits of Aligning IT and Marketing
Thanks to technological advances and sweeping changes in consumer behaviour, IT and marketing must converge like never before.
Aligning IT and marketing creates a synergy that enables the organization to harness technology’s power for more effective and targeted marketing campaigns, resulting in improved customer engagement, revenue growth, and a competitive advantage.
Integrated Mindset
Alignment helps create a unified vision for achieving organizational goals, preventing silos and promoting cross-functional collaboration.
Best Technology
Collaborating allows marketing to leverage emerging technologies effectively, such as AI, automation, and analytics, to stay ahead of the competition.
Data Management
When IT and marketing teams work together, they can create integrated systems for collecting, storing, and analyzing customer data. This leads to better insights and more informed marketing strategies.
Organisational Culture
Regular collaboration fosters better communication between IT and marketing teams, reducing misunderstandings and improving project outcomes.
How to Plan Successful Drip Campaigns in Microsoft Dynamics
Say goodbye to one-size-fits-all marketing. Consumers today prefer personalised communications, and automated campaigns help marketers deliver.
How do you get started building campaign automations that will help you achieve your organisation’s unique goals? In The Campaign Automation Workbook: How to Plan Successful Drip Campaigns in Microsoft Dynamics, you will learn exactly that by gaining an understanding of the building blocks of a powerful marketing tool and completing brainstorming exercises that guide you in creating campaigns to suit your specific marketing use cases.